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Schwab US Broad Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PG
526
Proffitt & Goodson
Tennessee
$20K +$6.42K +588 +51%
TCM
527
Tradewinds Capital Management
Washington
$17K
MCM
528
Manchester Capital Management
Vermont
$16K +$3.6K +330 +30%
JPLA
529
Joseph P. Lucia & Associates
New York
$15.4K +$70.3M +6,440,232 New
TCOV
530
Trust Company of Vermont
Vermont
$13K
JGIA
531
Jackson Grant Investment Advisers
Connecticut
$13K +$66 +6 +0.5%
POIA
532
Pin Oak Investment Advisors
Texas
$12K
FC
533
Ferris Capital
Massachusetts
$11K
PCA
534
Providence Capital Advisors
North Carolina
$11K
AIA
535
Armor Investment Advisors
North Carolina
$10K
Fifth Third Bancorp
536
Fifth Third Bancorp
Ohio
$10K
IWP
537
Icon Wealth Partners
Texas
$10K +$9.37K +858 New
GI
538
Gradient Investments
Minnesota
$9K
LGWM
539
Litman Gregory Wealth Management
California
$9K
MAM
540
Marquette Asset Management
Minnesota
$8K +$7.86K +720 New
JCM
541
Jacobi Capital Management
Pennsylvania
$7K
Rockefeller Capital Management
542
Rockefeller Capital Management
New York
$7K +$3.34K +306 +106%
AIC
543
Ameritas Investment Company
Nebraska
$6K +$5.37K +492 New
LWM
544
Lenox Wealth Management
Ohio
$6K +$5.83K +534 New
LIA
545
LS Investment Advisors
Michigan
$6K +$6.03K +552 New
SF
546
Synovus Financial
Georgia
$5K -$2.62K -240 -36%
CFA
547
Carroll Financial Associates
North Carolina
$5K +$917 +84 +19%
BIMC
548
Benson Investment Management Company
Virginia
$4K
KPW
549
Kore Private Wealth
New York
$4K
HR
550
Howe & Rusling
New York
$3K -$28.3K -2,592 -90%